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Live Webcast Replay

K2’s Paperless Office

Total Credits: 8 including 8 Information Technology - Technical

Average Rating:
ACPEN Industry Institute |  Industry |  Technology
Tommy Stephens
Course Levels:
8 hours
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Would you like to find important documents in 10 seconds or less? Would you like to ensure that all your digital information is safe and secure? Would you like to improve efficiency in workflow? Of course you would, and with a little planning and guidance, you will be on your way to realizing these and other benefits associated with a paperless office. No one expects a completely “paperless” office, but reducing the amount of paper we shuffle can lead to tremendous rewards and in this course, you will learn best practices and proven processes for effective document management.


By participating in this program, you will learn how you can implement simple, inexpensive document management systems at an individual, work group, or small business level. You will also learn how you can implement more sophisticated and comprehensive document management systems – complete with automated workflow processing – that would be appropriate for larger offices and organizations. Your instructor will guide you through issues such as digitizing hard copy files, exporting and importing data from specialized applications into a document management system, key hardware and software considerations, and the policies necessary to facilitate a successful office. Upon completing this course, you will have a comprehensive understanding of your options and a clear direction of how to implement your own version of the Paperless Office.

Basic Course Information

Learning Objectives

Upon completing this course, you should be able to:

  • Define key paperless terms such as Document Management, Records Management, and Business Process Management
  • Estimate the Return on Investment of moving to a paperless environment
  • Create a Records Retention Policy appropriate for your organization
  • Identify the three components of a successful document management initiative
  • List key characteristics of Electronic File Cabinet solutions and Document Management solutions and typical costs associated with these systems
  • Identify key hardware and software requirements for successful document management, including scanners, storage, memory, operating systems, and network considerations
  • Describe key data backup, disaster recovery, and business continuity issues and identify key vendors in this area and the solutions they offer

Major Subjects


  • Computer Software
  • Document Management
  • Information Technology


Course Materials


Tommy Stephens Related seminars and products: 46

Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985.  Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm.  After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor.  After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group.  In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization.   While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992.

Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area.  In his practice, Mr. Stephens provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses.  Additionally, in 1995 he began authoring and presenting continuing professional education courses to accounting and finance professionals.  In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications.  Over the past twenty-two years, Mr. Stephens has presented over 2,100 educational sessions to over 61,000 participants nationwide.

Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms.  In addition to an active professional career, Mr. Stephens enjoys an active personal life as well.  He and Michelle – his wife of thirty-one years – have two children.  His hobbies include snow skiing, fishing, and running.  Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.


Fri, Mar 12, 2021 - 09:30am to 05:11pm EST
Tue, Mar 23, 2021 - 11:00am to 06:41pm EDT
Mon, Apr 12, 2021 - 09:30am to 05:11pm EDT
Wed, Apr 21, 2021 - 11:00am to 06:41pm EDT
Wed, May 12, 2021 - 09:30am to 05:11pm EDT
Fri, May 21, 2021 - 11:00am to 06:41pm EDT
Sat, Jun 12, 2021 - 09:30am to 05:11pm EDT
Mon, Jun 21, 2021 - 11:00am to 06:41pm EDT
Mon, Jul 12, 2021 - 09:30am to 05:11pm EDT
Wed, Jul 21, 2021 - 11:00am to 06:41pm EDT
Thu, Aug 12, 2021 - 09:30am to 05:11pm EDT
Sat, Aug 21, 2021 - 11:00am to 06:41pm EDT
Sat, Sep 11, 2021 - 09:30am to 05:11pm EDT
Tue, Sep 21, 2021 - 11:00am to 06:41pm EDT
Tue, Oct 12, 2021 - 09:30am to 05:11pm EDT
Thu, Oct 21, 2021 - 11:00am to 06:41pm EDT
Fri, Nov 12, 2021 - 09:30am to 05:11pm EST
Mon, Nov 15, 2021 - 11:00am to 06:41pm EST
Mon, Dec 13, 2021 - 09:30am to 05:11pm EST
Tue, Dec 21, 2021 - 11:00am to 06:41pm EST

Additional Info

Basic Course Information

Original Recording Date 2020
Date Added to Catalog 8/19/2020
Prerequisites Fundamental knowledge of computer operations
Advanced Preparation None
Designed For Accountants and other business professionals who are seeking to improve document management processes in their organizations
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration



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